Ica Group Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 112,449 shares of FVD stock, worth $4.91 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
112,449
Previous 278,405 59.61%
Holding current value
$4.91 Million
Previous $11.8 Million 61.03%
% of portfolio
2.8%
Previous 2.38%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$39.94 - $42.43 $6.63 Million - $7.04 Million
-165,956 Reduced 59.61%
112,449 $4.58 Million
Q1 2024

May 14, 2024
SELL
$39.94 - $42.23 $624,741 - $660,561
-15,642 Reduced 5.32%
278,405 $11.8 Million
Q4 2023

Mar 07, 2024
SELL
$36.09 - $40.63 $10.5 Million - $11.8 Million
-289,621 Reduced 49.62%
294,047 $11.9 Million
Q3 2023

Nov 13, 2023
BUY
$37.39 - $41.11 $609,868 - $670,545
16,311 Added 2.87%
583,668 $21.8 Million
Q2 2023

Aug 11, 2023
BUY
$38.66 - $40.72 $321,380 - $338,505
8,313 Added 1.49%
567,357 $22.7 Million
Q1 2023

May 12, 2023
SELL
$38.43 - $41.37 $119,325 - $128,453
-3,105 Reduced 0.55%
559,044 $22.5 Million
Q4 2022

Feb 14, 2023
SELL
$35.61 - $41.46 $3.45 Million - $4.02 Million
-96,883 Reduced 14.7%
562,149 $22.4 Million
Q3 2022

Nov 10, 2022
BUY
$35.79 - $42.23 $220,466 - $260,136
6,160 Added 0.94%
659,032 $23.6 Million
Q2 2022

Oct 03, 2022
BUY
$37.24 - $43.02 $868,660 - $1 Million
23,326 Added 3.71%
652,872 $27.3 Million
Q1 2022

Oct 03, 2022
BUY
$39.95 - $43.09 $25.2 Million - $27.1 Million
629,546 New
629,546 $25.9 Million

Others Institutions Holding FVD

# of Institutions
586
Shares Held
139M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email